CAM

Cypress Asset Management Portfolio holdings

AUM $440M
1-Year Est. Return 22.19%
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$233K
3
+$220K
4
CP icon
Canadian Pacific Kansas City
CP
+$219K
5
MCO icon
Moody's
MCO
+$215K

Top Sells

1
+$2.67M
2
+$1.49M
3
+$1.42M
4
MSFT icon
Microsoft
MSFT
+$742K
5
DD icon
DuPont de Nemours
DD
+$687K

Sector Composition

1 Industrials 15.92%
2 Financials 14.2%
3 Technology 13.19%
4 Healthcare 12.51%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.63%
25,375
-725
52
$2.13M 0.63%
21,680
+695
53
$2.12M 0.62%
15,825
-666
54
$2.07M 0.61%
30,938
-2,090
55
$1.97M 0.58%
32,680
56
$1.94M 0.57%
8,060
-5
57
$1.93M 0.57%
15,092
-751
58
$1.92M 0.56%
24,044
-1,420
59
$1.72M 0.5%
23,545
+860
60
$1.68M 0.49%
20,196
-1,140
61
$1.63M 0.48%
17,795
-525
62
$1.59M 0.47%
25,550
-2,595
63
$1.57M 0.46%
19,557
-75
64
$1.52M 0.45%
28,925
-3,565
65
$1.52M 0.45%
53,025
-1,485
66
$1.51M 0.44%
32,680
-325
67
$1.49M 0.44%
5,853
-56
68
$1.43M 0.42%
28,120
-4,725
69
$1.42M 0.42%
5,245
-760
70
$1.41M 0.41%
8,420
+1,285
71
$1.4M 0.41%
8,520
+1,035
72
$1.4M 0.41%
18,081
-112
73
$1.38M 0.4%
15,335
-400
74
$1.37M 0.4%
15,594
-213
75
$1.37M 0.4%
17,395
+1,270
1 2
3
4 5